David C. Godbey

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

104
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

Agent, then Executorship See Part VII Lines 6-40 and also lines 51-88
Executorship, see Part VII Lines 41-50
JPMorgan Chase Bank N A
Self emploved, attorney

As filed

Memill Lynch - Retirement — Int/Div

Vanguard Institutional Index Fund — Buy (add'l)

Vanguard Short Term Investment Grade Fund ADM Class — Buy (add'l)

JPMorgan Chase Bank Account — Interest

Vanguard Wellington Fund Admiral — Int/Div — Sold (part)

JPMorgan Chase Bank Account DOD R.16-14 — Interest

Schwab Brokerage #1 (H) DOD 8-16-14 — Int/Div — Distnbuted

Sch Adv Cash Reserve SWZXX DOD R-16-14 — Distributed

DFA One Yr Fixed Inc Portfolio — Sold

DFA Two Yr Global Fixed Inc Portfolio — Sold

DFA Emerging Mkts Sm Cap Portfolio DOD 8-16-14 — Sold

DFA Emerging Mkt Value Portfolio DOD 8-16-14 — Sold

DFA Intl Sm Cap Value Prifolio DOD R-16-14 — Sold

DFA Intl Value Portfolio — Sold

DFA Real Estate Sec Portfolio DOD R-16-14 — Sold

DFA US Lg Cap High (formerly Value Portfolio) — Sold

DFA US LG Co Portfolio — Sold

DFA US Targeted Value Portfolio — Sold

Powershares Common Stcok — Sold

DFA Intl Sm Cap Gwptf — Buy

DFA Intl Sm Cap Gwptf — Sold

DFA US Lg Cap Grwth PTF — Buy

DFA US Lg Cap Grwth PTF — Sold

DFA US Micro Cap Instl — Buy

DFA US Micro Cap Instl — Sold

DFA Interm Govt Fixed — Buy

DFA Interm Govt Fixed — Sold

DFA Five Year Glbl — Buy

DFA Five Year Glbl — Sold

DFA Sm Cap Grwth PTF — Buy

DFA Sm Cap Grwth PTF — Sold

DFA Sm Cap Value — Buy

DFA Sm Cap Value — Sold

Schwab Brokerage #2 (H) — Int/Div — Distributed

SCHW Intl Eq ETF DOD 8-16-14 — Sold

SCHW US Brd Mkt ETF DOD 8-16-14 — Sold

SPDR Barclays Cap Intl T Bond DOD 8-16-14 — Sold

Vanguard Bond Index Fund DOD 8-16-14 — Sold

Vanguard Energy ETF DOD 8-16-14 — Sold

Vanguard REIT DOD 8-16-14 — Sold

JPMorgan Chase Bank Account — Interest

Scottrade Brokerage (H) — Int

SPDR S&P 500 ETF formerly TR Unit Sr 1

SPDR S&PMidcap 400ETF Tr LU

Vanguard ScottsdaleFDS Int-Term Corp

Vanguard FTSE Dev Mkts formerly Tax Managed Fnd Eur Pac ETF

Riley James Matagorda Prospect LP DOD value 6/18/12 — Rovalty

Fergus Oil & Gas LLC DOD 6/18/12 — Rovalty

Harbor Resources LLC DOD 6/18/12 — Rovalty

Harbor Resources LLC DOD value 6/18/12 — Rovalty

Mermill Lynch Brokerage (HN X) DOD 8-16-14 — Int/Div

AFLAC Inc (X) DOD 8-16-14 — Sold

Anadarko Petroleum Corp (X) DOD R-16-14 — Sold

BP PLC Spons Adr (X) DOD 8-16-14 — Sold

Bristol Myers Squibb (X) DOD 8-16-14 — Sold

Century Link Inc (X) DOD 8-16-14 — Sold

Exxon Mobil Corp (X) DOD 8-16-14 — Sold

Wisdom Tree Intl S/C DV F(X) DOD 8-16-14 — Sold

Home Depot (X) DOD 8-16-14 — Sold

Intel Corp (X) DOD 8-16-14 — Sold

Vanguard ST Corp Bond (X) DOD Re16-14 — Sold

Vanguard Intermediate Term Corp Bnd (XHDOD 8-16-14 — Sold

Shares Inc Global Ex USD (X) DOD R-16-14 — Sold

JPMorgan Chase & Co (X) DOD 8-16-14 — Sold

Plizer Inc (X) DOD 8-16-14 — Sold

Qualcom Inc (X) DOD 8-16-14 — Sold

Sabine Royalty Trust UBI (X) DOD R.16-14 — Sold

Tesoro Corp (X) DOD 8-16-14 — Sold

The Mosaic Company (X) DOD 8-16-14 — Sold

Valero Energy Corp (X) DOD 8-16-14 — Sold

Verizon Communications (X) DOD R-16-14 — Sold

Vodafone Group PLC Adr (X) DOD 8-16-14 — Sold

Navios Maritime Pus (X) DOD 8-16-14 — Sold

Energy Transfer Ptrs (X) DOD 8-16-14 — Sold

First Eagle Global Class C (X) DOD R-16-14 — Sold

Ivy Asset Strategy Fund C1 C (X) DOD 8-16-14 — Sold

ML Bank Deposit Program (X) DOD R-16-14 — Sold

Lord Abbett Short Duration Inc Fd (X) DOD 8-16-14 — Sold

Templeton Global Bond Fd 1 C {X) DOD R-16-14 — Sold

National Retail Properties Inc (X) DOD R-16-14 — Int/Div — Sold

Hawaiian Elect Ind (X) DOD 8-16-14 — Int/Div — Sold

Hewlett Packard Co (X) DOD 8-16-14 — Int/Div — Sold

Hopewell Holdings Ltd (X) DOD 8-16-14 — Int/Div — Sold

Public Serv Enterprise Grp (X) DOD 8-16-14 — Int/Div — Sold

Sabine Rovalty Trust (X) DOD 8-16-14 — Rovalty — Sold

Telefomca S A Spons Adr (X) DOD 8-16-14 — Int/Div — Sold

Texas Pacific LD Tr Sub CTF Prop (X) DOD 8-16-14 — Int/Div — Sold

Aberdeen Asia Pacific Inc (X) DOD 8-16-14 — Int/Div — Sold

Schwab Brokerage #3 (HKX) — Int/Div

Sch Adv Cash Reserve (X)

DFA One Year Fixed Inc Port Inst] (X)

DFA Two Year Global Fixed Inc Port Inst! xX)

DFA Emerging Mkts Sm Cap Port Inst] (XxX)

DFA Emerging Mkts Value Port Instl (X)

DFA Intl Sm Cap Grwth Inst (X)

DFA Intl Sm Cap Value Port Instl (X)

DFA Real Estate Secur Port Inst] (X)

DFA US Lg Cap Grwth Inst] (X)

DFA US Lg Cap Value Port Inst (X)

DFA US Micro Cap Port Inst] (X)

DFAUS Sm Cap Grwth Inst] (X)

DFA US Sm Cap Value Port Inst] (X)

Vanguard Inter-Term Corp Bond Ix Ad (X) — Int/Div

Vanguard Total Stock Mkt Idx Adm (X) — Int/Div

Agent/Executor, Agent, then Executorship See Part VII Lines 6-40 and also lines 51-88

Executor, Executorship, see Part VII Lines 41-50

Liability — JPMorgan Chase Bank N A — Line of credit

Spouse's income — 2014 — Self emploved, attorney

Part VII, Lines 6 through 40 Respondent was agent for [NG investment accounts during 2014,

Part VII, Lines 51 through 88 family member passed away on August 16, 2014, and agent was appointed as Executor wheen other accounts were added

Part VII. Lines 41 through 50 Respondent was appointed as Executor of a [NNN este. Date of death was June 18, 2012.

Part VII, Lines 89 through 104 assets where added as a result of inheritance by various | RRRG_G__

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.